Our firm was founded in 1999 and offered investment consultancy and advice to UK pension funds. We subsequently launched an advisory service in 2004 before adding a discretionary investment management service in 2007. The firm is now independently owned by the Partners which allows us to ensure that the interests of our clients are placed at the centre of the decision making process at all times.
Our firm was formed with the belief that a high quality, bespoke wealth management service should be available to more clients. We felt that clients’ portfolios had often been too dependent on equities and that minimum investment levels for a superior tailored service were far too high. We created IPS Capital to address these issues and have used our experience to provide investment strategies with institutional quality risk management for clients with investable assets of £1m and over.
We aim to be a best-in-class wealth management boutique, providing steady returns on capital, while minimising the stress of serious economic fluctuations. To do this, we needed a sophisticated and robust risk management system and as we were unable to find an ‘off-the-shelf’ product that fulfilled our rigorous requirements, we built and developed our own – IPS ART. Dramatic movements in asset prices happen regularly, but we continue to develop and enhance our risk control systems so that we may provide steady growth for our clients.